- ServiceNow, Inc. (Addison, TX)
- …to make the world work better for everyone. The Financial Services Insurance Strategist is a role that operates together with ServiceNow's customer-centric sales ... as the main point of contact for the AMS-based Insurance account sales teams. They will help our account...person, on zoom, C-level + Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …time to time. + Develops and maintains strong partnerships with the corporate or insurance entity leaders, acting as a trusted advisor and business partner in ... offering the position. CRC Group offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and… more
- Travelers Insurance Company (Richardson, TX)
- …decisions + Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence + Make a difference to our customers by ... Our Ideal Candidate Have?** Completion of higher education coursework Insurance Education/Designations (CPCU, CIC, etc.) Accountability: Takes ownership and… more
- Truist (Fort Worth, TX)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information such… more
- Kestra Financial (Fort Worth, TX)
- …case design, scenario building, and plan and presentation development. Summary The Associate/Service Advisor reports to the Lead Advisor and serves as the ... is critical in handling the day-to-day client management on behalf of the Lead Advisor . Essential Duties and Responsibilities * Supports Lead Advisor of a large… more
- Truist (Westlake, TX)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... 1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and prospective clients with a… more
- JPMorgan Chase (Plano, TX)
- …US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You ... capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our client satisfaction, build and… more
- Thrivent Financial (San Antonio, TX)
- …Latino Team will indeed bring meaning and purpose. As a Thrivent Financial advisor , you will: + Build a financial practice guiding Christians on their journeys ... or looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated by… more
- Charles Schwab (Austin, TX)
- …candidate for this role to work on site in the specified location(s). Advisor Services Technology (AST) exists to support the premier digital custodial platform for ... and intuitive technical solutions for their operational needs. In Advisor Services Technology (AST) this team directly supports ...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
- Truist (Dallas, TX)
- …management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary ... outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of...66 (or 63/65), 24, plus applicable Life & Health insurance licenses. 4. A thorough understanding of a broad… more